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How do I set a preferred Affiliate for a Customer?

 

If a Customer is linked to more than one Affiliate, a preferred company can be selected. 

If a Customer creates an Order in their portal, the preferred Affiliate will be chosen to fulfill the transaction. 

To set a preferred Affiliate, navigate to the Customer profile. 

In the "Linked Affiliates" tab, toggle on "preferred" for the selected company. Only one company can be chosen.